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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
3676
Goodwin Investment Advisory
Georgia
$203K – – –
FCT
3677
First Community Trust
Iowa
$203K +$4.63K +6 +2%
EWA
3678
EQ Wealth Advisors
Texas
$203K +$203K +263 New
WMN
3679
Wealth Management Nebraska
Nebraska
$203K +$203K +263 New
KFA
3680
Kapstone Financial Advisors
Ohio
$203K -$413K -514 -67%
AI
3681
Arrien Investments
Idaho
$203K -$53.5K -65 -21%
RRCM
3682
Rappaport Reiches Capital Management
Illinois
$202K -$80.3K -104 -28%
MAA
3683
Mraz Amerine & Associates
California
$202K – – –
AWP
3684
Astra Wealth Partners
New Jersey
$202K +$202K +262 New
LCC
3685
Lincoln Capital Corp
Rhode Island
$201K -$68.7K -89 -26%
CCM
3686
Compass Capital Management
Minnesota
$201K – – –
CWM
3687
Cedar Wealth Management
California
$200K – – –
TCM
3688
Tradewinds Capital Management
Washington
$196K -$772 -1 -0.4%
KG
3689
Kieckhefer Group
Wisconsin
$193K +$193K +250 New
KLWA
3690
Kelly Lawrence W & Associates
California
$191K – – –
DRP
3691
Decker Retirement Planning
Utah
$189K +$189K +245 New
MAS
3692
MPWM Advisory Solutions
Georgia
$188K +$188K +244 New
VIS
3693
Vega Investment Solutions
France
$186K +$186K +241 New
1IA
3694
1620 Investment Advisors
Massachusetts
$186K -$5.4K -7 -3%
MCA
3695
Midwest Capital Advisors
Michigan
$182K +$182K +236 New
CWC
3696
Carolinas Wealth Consulting
North Carolina
$180K -$26.2K -34 -13%
S
3697
Sachetta
Massachusetts
$179K +$5.4K +7 +3%
CWM
3698
Cranbrook Wealth Management
Michigan
$176K +$6.18K +8 +4%
CAM
3699
Creekmur Asset Management
Illinois
$174K -$773 -1 -0.4%
MRP
3700
Measured Risk Portfolios
California
$173K +$173K +224 New
146 147
148
149 150